+160.6%
GRMN vs ALHC
+17.4%
+143.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.3% |
| 7D | +4.7% | +1.0% | +3.8% | +4.7% |
| 30D | +3.4% | -14.2% | +17.6% | +3.5% |
| 3M | -5.0% | -45.1% | +40.1% | -4.7% |
| 6M | +18.6% | -59.5% | +78.1% | +19.0% |
| YTD | +42.5% | -62.8% | +105.3% | +43.1% |
| 1Y | +42.3% | -55.5% | +97.8% | +42.9% |
| All | +160.6% | +17.4% | +143.1% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling